• Private Client Specialist I…

    TD Bank (West Palm Beach, FL)
    …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +...on the team informed about status of account administration, retention , and projects + Completes assigned administrative/ Client more
    TD Bank (07/24/25)
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  • Client Service Specialist

    Fiserv (Omaha, NE)
    …an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Specialist **What does a successful Client Service Specialist ... do at Fiserv?** As a Client Service Specialist Fiserv, you will provide Level 2 support for...portfolio. As part of this team, you will support retention and growth of the SMB Direct portfolio and… more
    Fiserv (07/06/25)
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  • Client Experience Specialist

    Twinstate Technologies (Morrisonville, NY)
    Summary: Client Experience Specialist Job Summary: We're seeking a driven Junior Client Experience Specialist to manage client relationships and ... role and is looking for career growth. Key Responsibilities: + Manage assigned client accounts to ensure satisfaction and retention . + Identify upsell and… more
    Twinstate Technologies (05/25/25)
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  • Outreach and Retention Coordinator (Train…

    Goddard Riverside (New York, NY)
    …and will focus on participant recruitment and support case managers with program retention . The specialist should have the skills and personality to forge ... Outreach and Retention Coordinator (Train and Earn) Job Details Job...up period, in coordination with case management staff. The specialist should be a "credible messenger" with strong community… more
    Goddard Riverside (05/02/25)
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  • Client Quant Developer (Spec Team),…

    Bloomberg (New York, NY)
    Client Quant Developer (SPEC TEAM), Specialist Sales...of the Team will be expected to aid in retention of existing clients. You will be expected to create ... Financial Solutions Location New York Business Area Sales and Client Service Ref # 10041814 **Description & Requirements** Quantitative...resources and client -facing content that is both strategic in its appeal… more
    Bloomberg (05/16/25)
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  • Sales & Client Experience Specialist

    PNC (Denver, CO)
    …have an opportunity to contribute to the company's success. As a Sales & Client Experience Specialist Senior within PNC's Retail Banking organization, you will ... priorities. Implements initiatives to grow revenue including acquisition, growth, retention , and cross-channel experiences. + Through observation and coaching,… more
    PNC (06/10/25)
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  • Trust Relationship Specialist

    Regions Bank (Hoover, AL)
    …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in… more
    Regions Bank (05/22/25)
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  • Account Specialist I - Hybrid

    AON (Fort Washington, PA)
    … I: The Account Specialist I will identify, develop, and maintain client relationships, enhance customer retention , and maximize client value through ... client base and revenue, and maintain high client retention . Using benchmarking data, they will... Specialist I will identify, develop, and maintain client relationships, enhance customer retention , and maximize… more
    AON (07/20/25)
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  • Wealth National Client Onboarding…

    Citigroup (New York, NY)
    …include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental ... & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding… more
    Citigroup (05/22/25)
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  • [Remote] Senior Paid Acquisition Specialist

    WKND Digital (CA)
    …innovation, and execution at the highest level, redefining performance and retention marketing in an ever-evolving digital landscape. Relentless Pursuit of ... ROI for our clients while setting new standards in acquisition and retention . Uncompromising Standards Our team acts with a founder's mentality-taking full ownership… more
    WKND Digital (07/23/25)
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